Unclaimed
Christopher Stoner is an Investment Advisor Representative who has been in the financial services industry since July 7, 2008. Christopher is currently registered with LPL Financial LLC in New Hampshire and Vermont. Christopher has previously worked at IFS Securities, Columbia Management Investment Distributors, Inc., and Eaton Vance Distributors, Inc. Christopher has passed the Series 7, Series 63, Series 66, and SIE exams. Christopher is also a Certified Financial Planner. Christopher is active in the financial services industry and has a wide range of experience in providing financial advice to individuals, families, and businesses. Christopher is committed to providing personalized financial advice and helping clients reach their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Consulting and other non-discretionary advisory services
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NH
06/08/2018 - Present
LPL Financial LLC (WEST CHESTERFIELD NH)
GA
04/11/2017 - 06/06/2018
IFS SECURITIES (ATLANTA GA)
MA
12/01/2011 - 03/02/2017
COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)
MA
03/18/2008 - 10/10/2008
EATON VANCE DISTRIBUTORS, INC. (BOSTON MA)
BC
Issued 12/15/2011
Series 63 - Uniform Securities Agent State Law Examination
BOTH
Issued 04/21/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/30/2011
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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